| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 1,525 | $773,754.67 | $1.01M | $234,720.2 | 30.34% |
Jonathan Chatfield LM Advisors LLC | 3,872 | $2.39M | $2.57M | $186,061.89 | 7.79% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 3,864 | $2.2M | $2.56M | $355,175.05 | 16.14% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 2,742 | $1.53M | $1.83M | $307,962.96 | 20.18% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 849,491 | $432.84M | $565.85M | $133.02M | 30.73% |
Angela Mari Abich Financial Wealth Management LLC | 30 | $17,881 | $19,801.05 | $1,920.05 | 10.74% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 1,537 | $781,657.1 | $1.02M | $240,386.42 | 30.75% |
Dennis R. Plyler FCG Investment Co | 1,138 | $612,404.27 | $758,112.84 | $145,708.57 | 23.79% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 380 | $240,020.53 | $250,416.2 | $10,395.67 | 4.33% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 76 | $38,704.67 | $50,334.04 | $11,629.37 | 30.05% |
Tammy Trenta FF Advisors,LLC | 1,984 | $1.02M | $1.33M | $307,310.09 | 30.17% |
Angela Pompian Sunpointe, LLC | 828 | $472,095.57 | $548,438.22 | $76,342.65 | 16.17% |
Michael Koch Counterweight Ventures, LLC | 522 | $278,196.79 | $346,320.9 | $68,124.11 | 24.49% |
Jay S. Arce Taylor Financial Group, Inc. | 1,883 | $955,396.88 | $1.25M | $296,722.8 | 31.06% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 2,617 | $1.34M | $1.75M | $409,256.05 | 30.58% |
Nicholas Jeffries M3 Advisory Group, LLC | 1,653 | $882,549.37 | $1.1M | $220,357.02 | 24.97% |
Jessica Vickery BlueChip Wealth Advisors LLC | 308 | $177,079.43 | $205,369.78 | $28,290.35 | 15.98% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 500 | $269,289.63 | $332,600 | $63,310.37 | 23.51% |
Fox Hill Wealth Management Fox Hill Wealth Management | 286 | $201,286 | $190,527.48 | -$10,758.52 | -5.34% |
Shepherd Wealth Management Ltd. Shepherd Wealth Management Ltd. | 310 | $191,195.6 | $205,450.95 | $14,255.35 | 7.46% |